CMP
Craig M. Pesce Portfolio
Invests via Marshall & Sterling Wealth Advisors Inc. | Managed by Craig M. Pesce
Invests via Marshall & Sterling Wealth Advisors Inc.
Managed by Craig M. Pesce
Automatically Tracked
Veteran investment executive with experience spanning private equity, corporate finance and operational turnarounds, often advising on deal execution, portfolio management and governance. Craig M. Pesce brings a market-focused approach to sourcing and structuring middle-market buyouts, growth equity and distressed opportunities, with hands-on experience driving operational improvements and capital allocation decisions. Frequently serves on boards and investment committees, contributing strategic oversight and exit planning. Background combines investment banking and operating roles with an emphasis on value creation across cyclical sectors.
Veteran investment executive with experience spanning private equity, corporate finance and operational turnarounds, often advising on deal execution, portfolio management and governance. Craig M. Pesce brings a market-focused approach to sourcing and structuring middle-market buyouts, growth equity and distressed opportunities, with hands-on experience driving operational improvements and capital allocation decisions. Frequently serves on boards and investment committees, contributing strategic oversight and exit planning. Background combines investment banking and operating roles with an emphasis on value creation across cyclical sectors.
Investment Philosophy & Strategy
Combines private equity rigor with operational practitioner instincts to pursue middle‑market buyouts, growth equity and selective distressed situations. Focuses on sourcing differentiated deal flow, structuring covenants that align incentives, and driving 12–60 month to multi‑year value creation through operational turnarounds, margin expansion and strategic bolt‑on acquisitions. Emphasizes active board engagement, disciplined capital allocation, downside protection and cyclical sector expertise. Decision making blends fundamental underwriting, scenario‑based downside stress tests and hands‑on governance to accelerate exits that realize value for stakeholders.
Combines private equity rigor with operational practitioner instincts to pursue middle‑market buyouts, growth equity and selective distressed situations. Focuses on sourcing differentiated deal flow, structuring covenants that align incentives, and driving 12–60 month to multi‑year value creation through operational turnarounds, margin expansion and strategic bolt‑on acquisitions. Emphasizes active board engagement, disciplined capital allocation, downside protection and cyclical sector expertise. Decision making blends fundamental underwriting, scenario‑based downside stress tests and hands‑on governance to accelerate exits that realize value for stakeholders.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
2.62%
Gain
Monthly
0.14%
Yearly
1.69%
Drawdown
15.47%
$166.64M
Equity
Holdings
$166.64M
Investment
$144.58M
$25.88M
Profit -$845,622
Realized
$3.81M
Unrealized
$22.07M
Dividends
$5.2M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$845,622
Win %
73%
This Week
Compared To Last Week
Gain
-0.68%
Profit
-$1.13M
Win %
73%
This Month
Compared to last month
Gain
-0.19%
Profit
-$314,440.22
Win %
73%
This Year
Compared to last year
Gain
9.07%
Profit
$13.85M
Win %
73%
AIRJW Power & Digital Infrastructure Acquisition II Corp. Warrant
+7.88%
+$137 
TECX Tectonic Therapeutic Inc.
+4.63%
+$71 
ALL Allstate Corporation
+3.2%
+$1,137.78 
CB Chubb Limited
+3.03%
+$1,750.54 
MRK Merck & Co., Inc.
+2.94%
+$1,727.3 
FDMT 4D Molecular Therapeutics, Inc.
+2.93%
+$31.8 
NOC Northrop Grumman Corporation
+2.85%
+$399.47 
ABT Abbott Laboratories
+2.63%
+$1,294.9 
IBRX ImmunityBio, Inc.
+2.55%
+$9.5 
GE General Electric Company
+2.44%
+$1,331.94 
SUN Sunoco L.P.
+2.21%
+$957.18 
JNJ Johnson & Johnson
+1.98%
+$153.76 
MO Altria Group, Inc.
+1.98%
+$1,445 
CSCO Cisco Systems, Inc.
+1.93%
+$546.96 
PSX Phillips 66
+1.91%
+$6,285.56 
ABBV AbbVie Inc.
+1.87%
+$7,744.52 
AFL Aflac Inc.
+1.84%
+$279.21 
CRWD CrowdStrike Holdings, Inc.
+1.82%
+$17,245.96 
ACB Aurora Cannabis Inc.
+1.74%
+$0.04 
GILD Gilead Sciences Inc.
+1.67%
+$161.17 
MCK McKesson Corporation
+1.52%
+$6,492.26 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.5%
+$17.16 
VERU Veru Inc.
+1.49%
+$3.33 
LMT Lockheed Martin Corporation
+1.44%
+$6,751.62 
T AT&T Inc.
+1.32%
+$512.43 
TGT Target Corporation
+1.31%
+$38.64 
XOM Exxon Mobil Corporation
+1.28%
+$3,661.46 
UNH UnitedHealth Group Incorporated
+1.28%
+$275.65 
MPC Marathon Petroleum Corporation
+1.27%
+$337.6 
VZ Verizon Communications Inc.
+1.25%
+$455.95 
LH Labcorp Holdings Inc.
+1.23%
+$961.88 
FTNT Fortinet Inc.
+1.19%
+$66.67 
NVS Novartis AG Sponsored ADR
+1.15%
+$906.41 
ITA iShares U.S. Aerospace & Defense ETF
+1.15%
+$24,970.28 
HACK Amplify Cybersecurity ETF
+1.15%
+$29.09 
KHC The Kraft Heinz Company
+1.14%
+$2.7 
PRU Prudential Financial, Inc.
+1.11%
+$1,003.46 
JRS Nuveen Real Estate Income Fund
+1.11%
+$108.39 
COP ConocoPhillips
+1.07%
+$4,060.76 
ASIX AdvanSix Inc.
+1.06%
+$0.44 
DLR Digital Realty Trust, Inc.
+1.05%
+$547.5 
ED Consolidated Edison, Inc.
+1.04%
+$143.91 
MSOS AdvisorShares Pure US Cannabis ETF
+1.03%
+$9 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.03%
+$43.58 
LLY Eli Lilly and Company
+1.02%
+$477.6 
WMT Walmart Inc.
+1.01%
+$2,133.24 
SHLD Global X Defense Tech ETF
+1%
+$14,688 
WFC Wells Fargo & Company
+0.99%
+$465.45 
NSC Norfolk Southern Corporation
+0.97%
+$14,304.08 
OHI Omega Healthcare Investors Inc.
+0.96%
+$52.32 
PLUG Plug Power Inc.
+0.93%
+$8 
SJM The J.M. Smucker Company
+0.88%
+$259.29 
MDLZ Mondelez International, Inc.
+0.88%
+$12.96 
EDV Vanguard Extended Duration Treasury ETF
+0.86%
+$257.05 
XLE Energy Select Sector SPDR Fund
+0.83%
+$13.3 
HGER Harbor Commodity All-Weather Fund
+0.81%
+$10,641.66 
ORCL Oracle Corporation
+0.81%
+$143.72 
OKE ONEOK, Inc.
+0.8%
+$74 
REET iShares Global REIT ETF
+0.79%
+$29.48 
ICF iShares Cohen & Steers Realty Majors ETF
+0.77%
+$191 
ROST Ross Stores, Inc.
+0.76%
+$501.6 
XLRE The Real Estate Select Sector SPDR Fund
+0.75%
+$3,599.58 
HDV iShares Core High Dividend ETF
+0.74%
+$514.25 
HON Honeywell International Inc.
+0.73%
+$665.77 
PFE Pfizer Inc.
+0.72%
+$59.58 
OLB Olb Group Inc.
+0.7%
+$2.34 
IAU iShares Gold Trust
+0.69%
+$291.2 
IAUM iShares Gold Trust Micro
+0.69%
+$236.5 
GLD SPDR Gold Shares
+0.69%
+$220.11 
MET MetLife Inc.
+0.67%
+$74.97 
GLDM SPDR Gold MiniShares Trust
+0.66%
+$3,729.96 
BRK-B Berkshire Hathaway Inc.
+0.65%
+$8,759.74 
VNQ Vanguard Real Estate ETF
+0.65%
+$27.09 
EPD Enterprise Products Partners L.P.
+0.63%
+$253.92 
XLU Utilities Select Sector SPDR Fund
+0.6%
+$168.85 
BHF Brighthouse Financial Inc.
+0.58%
+$3.8 
JPM JPMorgan Chase & Co.
+0.57%
+$1,946.36 
NEE NextEra Energy, Inc.
+0.56%
+$84.84 
KMB Kimberly-Clark Corporation
+0.54%
+$15.79 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.52%
+$4,461.12 
RSPU Invesco S&P 500 Equal Weight Utilities ETF
+0.51%
+$16,054.37 
BAC Bank of America Corporation
+0.5%
+$220.21 
SOLS Sollensys Corp
+0.48%
+$3.08 
VHT Vanguard Health Care ETF
+0.48%
+$61.32 
PG Procter & Gamble Co
+0.47%
+$4,341.6 
RFI Cohen & Steers Total Return Realty Fund, Inc.
+0.43%
+$2,005.45 
IDV iShares International Select Dividend ETF
+0.42%
+$89.82 
WAB Wabtec Corporation
+0.41%
+$5.37 
DVY iShares Select Dividend ETF
+0.39%
+$419.1 
IYH iShares U.S. Healthcare ETF
+0.38%
+$36.92 
TPYP Tortoise North American Pipeline Fund
+0.36%
+$15,535.5 
RKLB Rocket Lab Corporation
+0.3%
+$50.23 
IEF iShares 7-10 Year Treasury Bond ETF
+0.29%
+$8,816.04 
SCHP Schwab U.S. TIPS ETF
+0.29%
+$511.73 
CSX CSX Corporation
+0.28%
+$125.72 
GEV GE Vernova Inc.
+0.27%
+$106.21 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.25%
+$154.68 
XMLV Invesco S&P MidCap Low Volatility ETF
+0.25%
+$79.56 
VTV Vanguard Value ETF
+0.24%
+$836.34 
ETN Eaton Corporation plc
+0.23%
+$1,367.01 
NUE Nucor Corporation
+0.21%
+$109 
CGCB Capital Group Core Bond ETF
+0.21%
+$0.49 
AVA Avista Corp.
+0.19%
+$1.6 
COST Costco Wholesale Corporation
+0.18%
+$965.99 
SRVR Pacer Data & Infrastructure Real Estate ETF
+0.18%
+$16.11 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.16%
+$19,448 
AAPL Apple Inc.
+0.15%
+$3,644.9 
LIN Linde plc
+0.15%
+$53.72 
CL Colgate-Palmolive Company
+0.14%
+$5.2 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.14%
+$202.8 
CGCP Capital Group Core Plus Income ETF
+0.14%
+$0.27 
STIP iShares 0-5 Year TIPS Bond ETF
+0.13%
+$220.32 
MDT Medtronic plc
+0.13%
+$34.76 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.13%
+$72.33 
VYM Vanguard High Dividend Yield ETF
+0.13%
+$114.8 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.1%
+$1,343.03 
XLI Industrial Select Sector SPDR Fund
+0.09%
+$2.04 
WM Waste Management, Inc.
+0.09%
+$490.6 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.08%
+$126.61 
SHY iShares 1-3 Year Treasury Bond ETF
+0.07%
+$777.72 
QUBT Quantum Computing Inc.
+0.07%
+$1 
UTWO U.S. Treasury 2-Year Note ETF
+0.06%
+$1,773.39 
CGMS Capital Group U.S. Multi-Sector Income ETF
+0.06%
+$0.03 
UPS United Parcel Service, Inc.
+0.06%
+$128.44 
PDM Piedmont Office Realty Trust Inc.
+0.05%
+$3.56 
VNLA Janus Henderson Short Duration Income ETF
+0.05%
+$92.5 
TBIL US Treasury 3 Month Bill ETF
+0.04%
+$700.16 
QRVO Qorvo Inc.
+0.04%
+$0.03 
OBIL US Treasury 12 Month Bill Mutual Fund
+0.03%
+$405.17 
AMGN Amgen Inc.
+0.03%
+$189.4 
USMV iShares MSCI USA Min Vol Factor ETF
+0.01%
+$24.5 
AWP abrdn Global Premier Properties Fund
0%
$0 
BCPC Balchem Corporation
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CGC
0%
$0 
CMP Compass Minerals International Inc.
0%
$0 
MIN MFS Intermediate Income Trust
0%
$0 
NNY Nuveen New York Municipal Value Fund, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
XBIL U.S. Treasury 6-Month Bill ETF
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.2%
-$1,472.1 
NFLX Netflix, Inc.
-9.17%
-$409.2 
APLD Applied Digital Corporation
-6.62%
-$43.75 
META Meta Platforms Inc Class A
-5.47%
-$27,175.87 
AMAT Applied Materials, Inc.
-5.47%
-$2,637.62 
ABAT American Battery Technology Company
-4.34%
-$132.72 
JOBY Joby Aviation, Inc.
-4.23%
-$558.54 
INTC Intel Corporation
-4.21%
-$1,346.4 
APP AppLovin Corporation Class A Common Stock
-4.12%
-$125.44 
BMBL Bumble Inc.
-3.77%
-$5.71 
TER Teradyne, Inc.
-3.73%
-$180.37 
GEHC GE HealthCare Technologies Inc.
-3.64%
-$439.76 
LRCX Lam Research Corporation
-3.6%
-$126.94 
IBM International Business Machines Corporation
-3.46%
-$48,583.59 
IONQ IonQ, Inc.
-3.39%
-$178.5 
AIRJ Airjoule Technologies Corp.
-3.38%
-$390 
CLS Celestica Inc.
-3.35%
-$670.89 
ROM ProShares Ultra Technology ETF
-3.29%
-$7,229.77 
ETHA iShares Ethereum Trust
-3.25%
-$207 
AMD Advanced Micro Devices, Inc.
-3.19%
-$2,796.5 
NOK Nokia Corporation Sponsored ADR
-3.18%
-$89.76 
TXN Texas Instruments Inc
-3.15%
-$724.43 
NXT Nextracker Inc.
-3.13%
-$522.6 
XSD SPDR S&P Semiconductor ETF
-3.09%
-$3,010.56 
SOXX iShares Semiconductor ETF
-3.03%
-$34,379.08 
FLEX Flex Ltd.
-3.01%
-$3,285 
LOUP Innovator Deepwater Frontier Tech ETF
-2.93%
-$1,338.67 
TSLA Tesla, Inc.
-2.85%
-$735.24 
MSFT Microsoft Corp.
-2.73%
-$29,292.37 
SYK Stryker Corporation
-2.71%
-$5,456.93 
BB BlackBerry Ltd.
-2.67%
-$124.95 
QBTS D-Wave Quantum Inc.
-2.63%
-$189.12 
ARKK ARK Innovation ETF Fund
-2.6%
-$2,776.05 
Z Zillow Group Inc.
-2.58%
-$712.8 
ARKF Ark Fintech Innovation ETF
-2.54%
-$74.55 
ANET Arista Networks, Inc.
-2.44%
-$15,029.76 
IHI iShares U.S. Medical Devices ETF
-2.44%
-$76.5 
ACM Aecom
-2.42%
-$559.35 
ARKW ARK Next Generation Internet ETF
-2.42%
-$2,903.68 
PENN PENN Entertainment, Inc.
-2.4%
-$510 
PNR Pentair plc
-2.4%
-$20.48 
ASML ASML Holding N.V. New York Registry Shares
-2.4%
-$213.7 
SKYT SkyWater Technology, Inc.
-2.4%
-$75.49 
GOOGL Alphabet Inc
-2.33%
-$13,430.48 
GOOG Alphabet Inc
-2.32%
-$8,347.6 
ARKQ Ark Autonomous Technology & Robotics ETF
-2.31%
-$465.98 
RKT Rocket Companies, Inc. Class A
-2.25%
-$265.32 
SHOP Shopify Inc.
-2.25%
-$56.2 
DKNG DraftKings Inc.
-2.21%
-$687.5 
BNY BlackRock New York Municipal Income Trust
-2.21%
-$8,419.4 
MRVL Marvell Technology, Inc.
-2.2%
-$892.25 
IBIT iShares Bitcoin Trust
-2.16%
-$513.32 
EWJ iShares MSCI Japan ETF
-2.09%
-$186.72 
VWO Vanguard FTSE Emerging Markets ETF
-2.09%
-$113.16 
FLG Flagstar Bank, National Association
-2.09%
-$498.7 
IGM iShares Expanded Tech Sector ETF
-2.03%
-$8,703.45 
CBU Community Bank System, Inc.
-2%
-$4,260 
ADI Analog Devices, Inc.
-1.98%
-$618.28 
NVDA NVIDIA Corporation
-1.96%
-$14,131.04 
IEMG iShares Core MSCI Emerging Markets ETF
-1.95%
-$1,831.53 
JETS U.S. Global Jets ETF
-1.95%
-$165.31 
RGTI Rigetti Computing Inc
-1.95%
-$52.25 
AIQ Global X Artificial Intelligence & Technology ETF
-1.94%
-$12,091.1 
CGGR Capital Group Growth ETF
-1.9%
-$98.87 
WH Wyndham Hotels & Resorts, Inc.
-1.88%
-$78.7 
WDFC WD-40 Company
-1.87%
-$979.22 
PLTR Palantir Technologies Inc.
-1.81%
-$1,340.9 
QTUM Defiance Quantum ETF
-1.79%
-$8,005.12 
IWY iShares Russell Top 200 Growth ETF
-1.79%
-$522.73 
QYLD Global X Nasdaq 100 Covered Call ETF
-1.77%
-$870.72 
CGXU Capital Group International Focus Equity ETF
-1.77%
-$22.61 
VUG Vanguard Growth ETF
-1.75%
-$76,092.39 
GARP iShares MSCI USA Quality GARP ETF
-1.74%
-$96,628.63 
RRX Regal Rexnord Corporation
-1.74%
-$36.8 
QQQ Invesco QQQ Trust, Series 1
-1.73%
-$16,284.78 
XLK State Street Technology Select Sector SPDR ETF
-1.71%
-$638.4 
GS The Goldman Sachs Group, Inc.
-1.7%
-$1,638.56 
DIS The Walt Disney Company
-1.7%
-$843.31 
NVO Novo Nordisk A/S Sponsored ADR
-1.69%
-$189.66 
EEFT Euronet Worldwide, Inc.
-1.64%
-$74.73 
MORT VanEck Mortgage REIT Income ETF
-1.62%
-$5,337.09 
LPTH Lightpath Technologies Inc.
-1.61%
-$69.7 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.57%
-$185.75 
AVGO Broadcom Inc.
-1.54%
-$9,283.93 
CGNG Capital Group New Geography Equity ETF
-1.54%
-$2.18 
VGT Vanguard Information Technology ETF
-1.52%
-$104,972.57 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.52%
-$3,162.6 
BR Broadridge Financial Solutions, Inc.
-1.51%
-$607.53 
SNOW Snowflake Inc.
-1.47%
-$59.62 
TAN Invesco Solar ETF
-1.44%
-$55.38 
PYPL PayPal Holdings Inc
-1.44%
-$8.15 
KD Kyndryl Holdings Inc.
-1.41%
-$148.58 
AXP American Express Company
-1.39%
-$7,849.56 
INVZ Innoviz Technologies Ltd.
-1.38%
-$3.44 
SPOT Spotify Technology S.A.
-1.37%
-$32.52 
CBOE Cboe Global Markets Inc.
-1.35%
-$8,062.5 
NULG Nuveen ESG Large-Cap Growth ETF
-1.34%
-$12,311.33 
TNL Travel + Leisure Co.
-1.3%
-$52.92 
VSNT Versant Media Group, Inc.
-1.29%
-$4.71 
MAR Marriott International Inc. - Class A
-1.27%
-$319.6 
QUAL iShares MSCI USA Quality Factor ETF
-1.26%
-$3,990.45 
FSK FS KKR Capital Corp.
-1.22%
-$203.04 
FULT Fulton Financial Corporation
-1.19%
-$63.3 
LULU lululemon athletica inc.
-1.17%
-$8.31 
EFC ELLINGTON FINANCIAL INC 1EL REIT
-1.13%
-$5.42 
CRM Salesforce Inc
-1.12%
-$19.4 
CGUS Capital Group Core Equity ETF
-1.07%
-$4.75 
IDMO Invesco S&P International Developed Momentum ETF
-1.05%
-$41,506.87 
KRE SPDR S&P Regional Banking ETF
-1.03%
-$13.6 
RIO Rio Tinto Plc Sponsored ADR
-0.99%
-$3,739.08 
LUMN Lumen Technologies Inc.
-0.98%
-$3.28 
MS Morgan Stanley
-0.94%
-$899.8 
VBK Vanguard Small-Cap Growth ETF
-0.93%
-$199.95 
NWSA News Corporation
-0.91%
-$5.2 
SCHB Schwab U.S. Broad Market ETF
-0.9%
-$837.66 
IVV iShares Core S&P 500 ETF
-0.89%
-$248.27 
DFUS Dimensional U.S. Equity Market ETF
-0.88%
-$1,105.2 
LOW Lowe's Companies Inc.
-0.87%
-$1,083.88 
VOO Vanguard S&P 500 ETF
-0.87%
-$1,323.79 
SPY SPDR S&P 500 ETF Trust
-0.86%
-$12,338.85 
ADP Automatic Data Processing Inc.
-0.83%
-$1,152.33 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.83%
-$33.66 
IEFA iShares Core MSCI EAFE ETF
-0.82%
-$127.19 
SFLR Innovator Equity Managed Floor ETF
-0.81%
-$9,829.26 
EFAA Invesco MSCI EAFE Income Advantage ETF
-0.81%
-$17,315.55 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.81%
-$599.6 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.8%
-$62.98 
SCHW Charles Schwab Corporation
-0.79%
-$2,426.26 
CGDV Capital Group Dividend Value ETF
-0.78%
-$4.62 
IJR iShares Core S&P Small-Cap ETF
-0.78%
-$585.96 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
-0.77%
-$8,028.3 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.76%
-$883.82 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.76%
-$1.74 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.76%
-$1,965.6 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
-0.75%
-$3,733.64 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.75%
-$87,164.92 
SPYI NEOS S&P 500 High Income ETF
-0.75%
-$68,994 
MOAT VanEck Morningstar Wide Moat Fund
-0.7%
-$52,203.72 
FIW First Trust Water ETF
-0.68%
-$1,984.5 
LVS Las Vegas Sands Corp.
-0.68%
-$31 
FEZ SPDR Euro Stoxx 50 ETF
-0.68%
-$16,598.64 
DFAS Dimensional U.S. Small Cap ETF
-0.66%
-$421.2 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.64%
-$2.04 
ROP Roper Technologies Inc.
-0.64%
-$915.69 
RDVY First Trust Rising Dividend Achievers ETF
-0.61%
-$235.62 
MTB M&T Bank Corporation
-0.61%
-$745.55 
ALC Alcon Inc.
-0.61%
-$35.69 
IWM iShares Russell 2000 ETF
-0.6%
-$1,043.08 
JHSC John Hancock Multifactor Small Cap ETF
-0.6%
-$132.24 
AMRZ Amrize Ltd.
-0.59%
-$1.2 
MOD Modine Manufacturing Company
-0.58%
-$19.8 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.57%
-$22,076.14 
KEYS Keysight Technologies, Inc.
-0.57%
-$222.5 
NUSC Nuveen ESG Small-Cap ETF
-0.56%
-$1,977.62 
IWMI Neos Russell 2000 High Income ETF
-0.55%
-$14,112.85 
CMCSA Comcast Corp
-0.54%
-$34.71 
MDY SPDR S&P MidCap 400 ETF Trust
-0.54%
-$549.82 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
-0.53%
-$252.5 
IJH iShares Core S&P Mid-Cap ETF
-0.53%
-$303.35 
GOF Guggenheim Strategic Opportunities Fund
-0.51%
-$1.43 
DFAT Dimensional US Targeted Value ETF
-0.51%
-$443.88 
CRWV CoreWeave, Inc.
-0.49%
-$72 
TEL TE Connectivity plc
-0.49%
-$71 
XJH iShares ESG Screened S&P Mid-Cap ETF
-0.48%
-$1,347 
JHMM John Hancock Multifactor Mid Cap ETF
-0.48%
-$382.69 
NRK Nuveen New York AMT-Free Quality Municipal Income Fund
-0.47%
-$176.9 
AMZN Amazon.com Inc
-0.46%
-$3,471.85 
HEGD Swan Hedged Equity US Large Cap Fund
-0.45%
-$18,208.92 
FNDF Schwab Fundamental International Large Company Index ETF
-0.45%
-$78.25 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.44%
-$155.24 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.44%
-$48.8 
IWR iShares Russell Mid-Cap ETF
-0.43%
-$1,444.95 
DELL Dell Technologies Inc.
-0.43%
-$155.31 
WCLD WisdomTree Cloud Computing Fund
-0.42%
-$6.38 
RWK Invesco S&P Midcap 400 Revenue ETF
-0.41%
-$20,550.03 
FCTR First Trust Lunt U.S. Factor Rotation ETF
-0.38%
-$4.5 
XLF Financial Select Sector SPDR Fund
-0.38%
-$16.12 
HIX Western Asset High Income Fund II Inc.
-0.38%
-$126.33 
PEP PepsiCo, Inc.
-0.37%
-$372.35 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.37%
-$42.3 
RSP Invesco S&P 500 Equal Weight ETF
-0.33%
-$3,326.35 
HD The Home Depot, Inc.
-0.29%
-$1,519.8 
CMI Cummins Inc.
-0.28%
-$46.54 
WBD Warner Bros. Discovery, Inc.
-0.28%
-$33 
FDVV Fidelity High Dividend ETF
-0.27%
-$17,901 
FOXA Fox Corporation
-0.25%
-$3.78 
CMPX Compass Therapeutics Inc.
-0.24%
-$1 
MCD McDonald's Corporation
-0.23%
-$93.11 
VO Vanguard Mid-Cap ETF
-0.22%
-$10,405.5 
CAT Caterpillar Inc.
-0.21%
-$396.9 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.19%
-$125.58 
VIG Vanguard Dividend Appreciation ETF
-0.19%
-$3,136.05 
LDOS Leidos Holdings Inc.
-0.17%
-$522.18 
EVV Eaton Vance Limited Duration Income Fund
-0.16%
-$51 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.16%
-$33.79 
FTNY Franklin New York Municipal Income ETF
-0.13%
-$14.25 
HYD VanEck High Yield Muni ETF
-0.13%
-$43.03 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
-0.12%
-$590.12 
BRO Brown & Brown Inc.
-0.12%
-$1.04 
PNC The PNC Financial Services Group, Inc.
-0.11%
-$19.14 
IWD iShares Russell 1000 Value ETF
-0.11%
-$218.12 
IFRA iShares U.S. Infrastructure
-0.1%
-$0.12 
JCI Johnson Controls International plc
-0.05%
-$3.92 
COWZ Pacer US Cash Cows 100 ETF
-0.05%
-$83.73 Events
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Dividends
Dividend Analysis
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| Trades 2091 | Longs Won 1332/2091 63% | Profit Factor 9.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $87,309.08 |
| Average Win $21,673.18 | Best Trade (Jul 15) $2.2M | Sharpe Ratio -353.09 |
| Average Loss -$3,943.41 | Worst Trade (Mar 31) -$211,792.61 | Z-Score 2.77 (99.44%) |
| Commissions $0 | Avg. Trade Length 9m 1w 5d | Expectancy $12,374.76 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 41,667 | 37,500 | 33,333 | 29,167 | 25,000 | 20,833 | 16,667 | 12,500 | 8,333 | 4,167 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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